Powell Industries’ revenue miss yesterday gives us another entry into a picks & shovels play on the nuclear boom.Taking the Other Side of a Good Company's Bad PrintContext. In late May, we highlighted Powell Industries, Inc. (NASDAQ:POWL) as a classic picks & shovels way to play the nuclear build-out and the broader scramble for power capacity driven by AI data centers.Powell doesn't build reactors—it builds the switchgear, e-houses/packaged power rooms, bus duct, and related equipment that sit at ...Full story available on Benzinga.com
Another Bite At The Nuclear Apple
